Zachary Smythe is a CFP® with six years of industry experience, currently serving as a financial advisor at Allworth Financial, L.P. He previously worked at firms including Arthur Stein Financial, LLC, VCI Wealth Management LLC, and The Vanguard Group, Inc. Smythe's career history also includes roles outside finance, such as at Towson University and Morton and Gettys Law Firm. Allworth Financial serves a broad client base that includes individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers financial and wealth planning, portfolio management, retirement plan consulting, and education through newsletters, podcasts, and seminars, employing both quantitative and qualitative investment approaches.

Carlton Davis is a financial advisor at Chevy Chase Trust Company with 11 years of industry experience. He holds a Series 65 designation and has worked at Chevy Chase Trust Company since 2018, following two years at Liberty Mutual Investments. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients by providing investment management, trust, custody, and financial planning services. The firm employs a thematic investment approach that emphasizes macroeconomic trends and sector themes, combining fiduciary trust and custody functions with portfolio management.

Eugene Daniller is a financial advisor at Carson Wealth with Series 63 and Series 65 credentials and 31 years of industry experience. He has held roles at firms including Cetera Wealth Services, Wells Fargo Clearing, and Banc of America Investment Services. Daniller is also involved as an investment advisory representative with CWM, LLC, providing discretionary investment management and financial guidance. Carson Wealth is an SEC-registered enterprise platform overseeing approximately $50.6 billion through more than 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, with an investment approach guided by a committee that constructs and monitors portfolios using fundamental and technical analyses.

Arthur Stein III is a CFP® professional with 26 years of industry experience, currently serving as an advisor at Allworth Financial, L.P. He previously operated Arthur Stein Financial, LLC for 14 years and has worked with firms such as SPC Financial Inc, Mass Mutual Investors Services, Guardian Life, and Cassaday & Co Inc. Outside of financial advising, he conducts workshops on investment and financial planning topics for adult education programs and is involved in independent photography. Allworth Financial serves individual and high-net-worth clients, as well as institutions, providing comprehensive financial planning, portfolio management, and retirement consulting. The firm employs a combination of quantitative and qualitative analysis through an Investment Committee to deliver customized investment strategies across a range of asset classes.

Oscar Salgado is a financial advisor with Kestra Advisory who holds Series 63 and Series 66 designations and has nine years of industry experience. His prior experience includes roles at Fidelity Investments, Morgan Stanley, Bank of America, Merrill Lynch, and T. Rowe Price. Outside of advising, he is the owner of a sneaker resale business called SOLE SELLER LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and discretionary investment management, serving a client base that includes sovereign wealth funds and other large institutional investors.

Raymond Mcclure Jr. is a financial advisor at Brown Advisory with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Beaty Haynes & Patterson since 2003. Brown Advisory provides investment management and advisory services to a diverse client base, including high net worth individuals, institutions, and charitable organizations. The firm uses a bottom-up, fundamental research process to construct concentrated portfolios and offers a range of strategies including discretionary and non-discretionary management, OCIO solutions, and sub-advisory services.

Erin Caines is a financial advisor with Eagle Strategies (NY Life) based in Bethesda, MD. She holds the ChFC® designation and Series 63 license, with four years of industry experience. Her prior work includes roles at Northspire Wealth and New York Life, as well as a decade at the Food and Drug Administration. Outside of advising, she is an investor in a rum production business. Eagle Strategies serves a diverse client base including individuals, retirement plans, and institutional sponsors. The firm offers a range of advisory services with an emphasis on tailoring recommendations and primarily manages assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Ryan Jordan is a financial advisor with Wealthspire Advisors in Potomac, MD. He holds a Series 65 designation and has four years of industry experience. Prior to joining Wealthspire Advisors, he worked at CrossPoint Wealth Partners and Mason & Associates. Wealthspire Advisors serves a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations, offering wealth management, financial planning, and trust-administration services. The firm employs a relationship-driven, customized investment approach emphasizing diversified, institutional-style asset allocation and ongoing portfolio reviews.

Ellen Tillman is a financial advisor with Eagle Strategies (NY Life) based in Bethesda, MD, holding Series 63 and Series 65 licenses and with 30 years of industry experience. She has been associated with New York Life Insurance Company and its affiliates since 1995 and has operated her own firm, Ellen Tillman & Company, since 2007. Tillman is also involved in insurance brokering for non-registered products and serves on the finance committee of her local homeowners association. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of advisors. The firm offers multiple program types tailored to client objectives, with the majority of its assets managed on a non-discretionary basis and notable expertise in advisory services linked to insurance and annuity products.

Brian Jarosinski is a CFP® and ChFC® with 19 years of industry experience, currently serving as an advisor at Kestra Advisory. He has worked with Kestra since 2013 and has also been associated with MetLife Securities Inc. since 2009. Outside of financial advising, he engages in contract modeling and acting. Kestra Advisory provides investment advisory and retirement-plan consulting services to plan sponsors and a variety of institutional and individual clients. The firm supports fiduciary responsibilities, offers discretionary and non-discretionary services, and manages approximately $79.8 billion in assets, including relationships with sovereign wealth funds.

James Fegan Jr. is a financial advisor with Guardian Life and holds Series 63 and Series 65 designations. He has 30 years of industry experience, including long tenures at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he is involved with Fegan Insurance, LLC. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning, consulting, and investment management solutions that combine advisor-led discretionary management with model-based strategies using proprietary and third-party platforms.

Michael Stafford Jr. is a CFA® charterholder with 17 years of industry experience. He has been with ASB Capital Management LLC since 2010. ASB Capital Management LLC is an SEC-registered investment adviser managing approximately $32.9 billion, primarily for institutional clients through pooled investment vehicles and separate accounts. The firm offers both active and passive equity strategies, fixed income approaches, and real estate investments across equity and debt instruments.

Christopher Laughlin is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has been involved with Ameritas Life Insurance, Ameritas Investment Corp., and Wealth Advisors Group LLC for two decades or more. Outside of his advisory role, he owns Laughlin Financial Group, a small business unrelated to investing. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers asset management and financial planning through multiple program platforms and employs a combination of model portfolios, mutual funds, ETFs, and individual securities, leveraging third-party technology and managers.

Wanjia Li is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds the Series 66 designation and has been with Citigroup since 2018. His prior work includes roles at AroundCampus Group LLC and the Daily Iowan, as well as full-time education at the University of Iowa. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm combines multi-asset, multi-manager strategies with in-house research and unique market roles, catering to diverse client needs from workplace accounts to ultra-high-net-worth relationships.

Rody Nunez is a financial advisor with Kestra Advisory Services and holds a Series 66 designation. He has three years of industry experience and previously worked at ALSI, Inc for 14 years. Outside of his advisory role, he serves as a consultant for various companies. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Michael Looney is a financial advisor with Principal Financial Services in Bethesda, MD, holding Series 63 and Series 66 licenses and 30 years of industry experience. He has been with Principal Securities Inc. and Principal Life Insurance Company since 1995. Outside of his advisory role, he is a co-owner of Term Nation LLC, an LLC that holds Maryland Basketball season tickets and makes charitable donations to the university. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Xiaohuan Xu is a financial advisor with Transamerica Financial Advisors in Gaithersburg, MD, holding Series 65 and Series 63 licenses and possessing 10 years of industry experience. Xu is also involved in managing accounting operations for Catherine Xu Financial Dynasty LLC and participates in the food and beverage sector as an investor in Water Song Food and Beverage LLC. Transamerica Financial Advisors serves a broad client base including individual investors, pension plans, trusts, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, providing access to proprietary and third-party model portfolios with discretionary and non-discretionary management options.

Diane Gould is a financial advisor with Eagle Strategies (NY Life) based in Bethesda, MD, holding a Series 63 license and over 44 years of industry experience. She has been affiliated with New York Life Insurance Co. since 1975 and has operated the D.H. Gould Company since 2008. Outside of advisory work, she serves as a notary public, providing notarization services as a client offering. Eagle Strategies serves a diverse client base, including individual and institutional investors, through a broad network of affiliated advisors. The firm provides financial planning, investment management, and retirement-plan advisory services, with a strong focus on non-discretionary asset management and tailored solutions linked to insurance and annuity products.

Alexander Cochran is a financial advisor with Kestra Advisory, holding a Series 66 designation and bringing 11 years of industry experience. His prior roles include positions at Seia LLC, Royal Alliance, Wealth Enhancement Advisory Services, and LPL Financial, among others. He also serves as a Planning & Investment Associate at CURO Private Wealth, where he manages client service operations and supports financial planning and trading activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving large institutional investors and diverse client types.

Michael Clemm is a financial advisor at Chevy Chase Trust Company with five years of industry experience. He holds the Series 65 and Series 63 licenses. His prior experience includes roles at Goldman Sachs and Bridgewater Associates, as well as time at the Darden Graduate School of Business. Chevy Chase Trust Company serves high-net-worth individuals, families, and institutional clients, offering investment management, trust, and custody services. The firm uses a thematic investment approach focused on secular trends and employs a combination of fiduciary trust and custody functions alongside portfolio management.